Wealth Management Administrative Associate — Client Impact

A national wealth management firm in Calgary seeks a motivated Wealth Planning Associate. You will offer exceptional administrative support to Wealth Advisors and play a key role in enhancing client service. With a focus on professional growth and learning, this full-time position values your experience in financial planning. The role offers a competitive...

A national wealth management firm in Calgary seeks a motivated Wealth Planning Associate. You will offer exceptional administrative support to Wealth Advisors and play a key role in enhancing client service. With a focus on professional growth and learning, this full-time position values your experience in financial planning. The role offers a competitive...

A financial services company in Calgary is seeking an Administrative Associate to support Wealth Advisors. The ideal candidate will manage client administration processes, ensuring high service standards while collaborating with various teams. Responsibilities include coordinating marketing materials and resolving client inquiries efficiently. Strong...

A prominent financial services firm seeks a Senior Associate in Calgary to support Wealth Advisors in delivering exceptional client service. The role involves managing operational support, enhancing client relationships, and contributing to business development initiatives. Ideal candidates have experience in the securities industry and possess excellent...

Requisition ID: 247666ScotiaMcLeod, a cornerstone of Scotia Wealth Management, is a full-service wealth management firm with a proud history dating back to 1921. Known for service excellence, trusted advice, and a collaborative culture, we're committed to helping clients grow and protect their wealth by understanding their complete financial picture—life,...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...

We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award‑winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of Canada’s Top...

About Nicola Wealth:We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds and their exceptional performance, our 99% client retention rate and our award-winning culture, combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...

Requisition ID: 240148As a cornerstone business within Scotia Wealth Management, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.When you join ScotiaMcLeod, you'll be...

About Nicola Wealth: We have a lot to be proud of at Nicola Wealth. Our sophisticated financial planning, our diversified private investment funds, and their exceptional performance, our 99% client retention rate and our award‑winning culture combine to position us as a national leader in wealth management. Recognized as a Best Managed Company and one of...